Connect Zoho Sprints and Follow Up Boss to Build Intelligent Automations
Choose a Trigger
When this happens...
New Epic
Choose an Action
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Ready to use Zoho Sprints and Follow Up Boss automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Epic
Triggers when a new epic is created.
New Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
New Contact Created
Runs when new contact is created
New Task Is Created
Runs when new task is created
Contact Is Updated
Runs when contact is updated
Do thisActions
Action is the task that follows automatically within your Zoho Sprints integrations.
Get Projects
Get all projects of a team
List Workspaces
Get the list of all the workspaces in which you are associated.
Create Epic
Creates a new epic.
List Contacts
Retrieve a list of contacts to review or act on leads. Use optional filters (name, email, phone, last-activity date range, tags, assigned agent, stage, source, contacted status, price), plus sorting, paging, and options to include trashed or unclaimed contacts.
Create Deal
Add a new deal to track a transaction and assign people or agents.
Create Contact
Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.
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Frequently Asked Questions
To start, connect both your Zoho Sprints and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sprints triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how Zoho Sprints data is recorded in Follow Up Boss. This includes choosing which data fields go into which fields of Follow Up Boss, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sprints and Follow Up Boss typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Sprints and Follow Up Boss. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho Sprints
Zoho Sprints is an agile project management tool designed to help teams plan, track, and manage their work efficiently. It offers features like sprint planning, backlog management, time tracking, and collaboration tools to ensure teams can deliver projects on time and within scope.
Learn MoreAbout Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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